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Chancellor Financial Group WB LP

All holdings · as of Dec 31, 2025

136 positions

CompanyClassValueShares% of portfolio
Apple Inc.—$20.91M76,90414.3%
MICROSOFT CORP—$14.54M30,0619.9%
ISHARES TR—$7.64M11,1585.2%
NVIDIA Corp—$6.07M32,5314.2%
Amazon.com Inc—$5.96M25,8064.1%
Alphabet Inc.—$4.84M15,4693.3%
Visa Inc—$3.40M9,7052.3%
JOHNSON & JOHNSON—$3.28M15,8712.2%
NEXTERA ENERGY INC—$3.25M40,4702.2%
CITIGROUP INC—$2.67M22,9081.8%
JPMORGAN CHASE & CO—$2.64M8,1831.8%
Alphabet Inc.—$2.60M8,2901.8%
Broadcom Inc.—$2.11M6,1041.4%
PEPSICO INC—$2.04M14,2331.4%
BANK OF AMERICA CORP /DE—$1.93M35,1231.3%
CUMMINS INC—$1.87M3,6571.3%
BROWN FORMAN CORP—$1.76M67,6501.2%
CATERPILLAR INC—$1.64M2,8711.1%
UNITEDHEALTH GROUP INC—$1.40M4,2441.0%
PPL Corp—$1.38M39,4730.9%
Warren E. Buffett—$1.32M2,6280.9%
PROCTER & GAMBLE Co—$1.29M8,9890.9%
AbbVie Inc.—$1.23M5,3840.8%
COSTCO WHOLESALE CORP /NEW—$1.23M1,4230.8%
Mastercard Inc—$1.13M1,9770.8%
John Hancock Financial Opportunities FundBTOClosed-End Fund$1.09M30,9880.7%
HEICO CORP—$1.06M3,2720.7%
ISHARES TR—$1.04M8,4350.7%
GENERAL ELECTRIC CO—$1.01M3,2630.7%
ELI LILLY & Co—$997.4K9280.7%
VANGUARD SPECIALIZED FUNDS—$974.2K4,4330.7%
DEERE & CO—$972.6K2,0890.7%
Meta Platforms Inc—$957.9K1,4510.7%
MCDONALD'S CORP—$871.6K2,8520.6%
Walt Disney Co—$842.3K7,4030.6%
VERIZON COMMUNICATIONS INC—$839.3K20,6060.6%
EATON VANCE ENHANCED EQUITY—$806.4K34,4450.6%
Archer-Daniels-Midland Co—$776.2K13,5020.5%
VANGUARD INDEX FDS—$746.1K2,2250.5%
WASTE MANAGEMENT INC—$736.2K3,3510.5%
EXXON MOBIL CORP—$729.3K6,0600.5%
CHEVRON CORP—$714.4K4,6870.5%
Tesla Inc—$692.6K1,5400.5%
QUALCOMM INC/DE—$680.3K3,9770.5%
GE Vernova Inc.—$664.0K1,0160.5%
Merck & Co., Inc.—$661.3K6,2820.5%
DANAHER CORP /DE—$654.9K2,8610.4%
Yum! Brands Inc—$592.7K3,9180.4%
BRISTOL MYERS SQUIBB CO—$592.5K10,9840.4%
Philip Morris International Inc.—$580.0K3,6160.4%
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